+1,571.8%
MRVL vs HCA
+1,635.7%
-63.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | +7.1% | -2.8% | +9.9% | +7.9% |
| 30D | +3.1% | -2.7% | +5.8% | +3.6% |
| 3M | -21.9% | +11.5% | -33.4% | -25.5% |
| 6M | +151.8% | -24.3% | +176.1% | +167.9% |
| YTD | +165.6% | -13.6% | +179.2% | +170.5% |
| 1Y | +242.3% | -3.2% | +245.5% | +234.4% |
| 3Y | +308.2% | +50.4% | +257.7% | +237.8% |
| 5Y | +280.4% | +64.8% | +215.6% | +201.4% |
| 10Y | +1,832.5% | +456.5% | +1,376.0% | +946.5% |
| All | +1,571.8% | +1,635.7% | -63.8% | +547.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HCA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling